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Streak

basic

Streak is a CRM platform built directly into Gmail that enables teams to manage sales pipelines, track deals, and collaborate on customer relationships. This integration provides programmatic access to Streak's core CRM functionality.

AI agents can use this integration to automate deal management, retrieve customer data, create and update pipeline records, and manage tasks and communication history within your sales processes.

Capabilities

  • Manage sales pipelines, stages, and custom fields
  • Create, retrieve, and update deals (boxes) and customer records
  • Search and filter contacts and organizations
  • Create and track tasks associated with deals
  • Manage emails, comments, and communication threads
  • Handle file attachments and deal documentation
  • Set up webhooks for real-time event notifications

Resources

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Auth Type
basic